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Artificial Intelligence 10 December 2025

Broadcom (AVGO) Q4 2025 Earnings Preview: AI Supercycle, OpenAI Mega‑Deal and a “Priced for Perfection” Test on December 11

Broadcom (AVGO) Q4 2025 Earnings Preview: AI Supercycle, OpenAI Mega‑Deal and a “Priced for Perfection” Test on December 11

Broadcom will report Q4 and full-year fiscal 2025 earnings after the U.S. market closes on Thursday, December 11. Analysts expect revenue of $17.4–$17.7 billion, up about 24% from last year, and adjusted EPS of $1.87–$1.88. The company previously guided for $6.2 billion in AI semiconductor revenue for the quarter. AVGO shares traded near record highs at $406 on December 10.
Oracle Earnings Today: Q2 FY26 Preview, AI Cloud Bets, Debt Risks and a Look Back at Last Results

Oracle Earnings Today: Q2 FY26 Preview, AI Cloud Bets, Debt Risks and a Look Back at Last Results

Oracle will report fiscal Q2 2026 earnings after U.S. markets close on December 10, with a webcast at 5 p.m. Eastern. Analysts expect revenue of $16.1–$16.2 billion, up 14–16% from a year ago, and adjusted EPS of $1.63–$1.65. Oracle Cloud Infrastructure revenue may surge over 70% year-on-year, outpacing last quarter’s 55% growth.
Alphabet (GOOG) Class C Stock Today: AI Rally, EU Crackdown and 2026–2030 Forecasts (10 December 2025)

Alphabet (GOOG) Class C Stock Today: AI Rally, EU Crackdown and 2026–2030 Forecasts (10 December 2025)

Alphabet Class C shares traded near $318 midday on December 10, 2025, close to record highs after surging over 60% in the past year. The rally follows strong AI-driven earnings and news of a $5 billion Berkshire Hathaway stake, even as EU regulators open new investigations and capital spending rises. Market value stands at about $3.8 trillion, ranking Alphabet third globally.
Braze (BRZE) Stock on December 10, 2025: Q3 Earnings, AI Deals and a Wave of Analyst Upgrades

Braze (BRZE) Stock on December 10, 2025: Q3 Earnings, AI Deals and a Wave of Analyst Upgrades

Braze reported Q3 fiscal 2026 revenue of $190.8 million, up 25.5% year over year, and raised full-year guidance, sending shares up 2.1% to $30.65 and surging over 11% after hours. The company posted non-GAAP operating income of $5.1 million, reversing a loss last year, while total customers rose to 2,528. Shares remain down 27% for the year.
Oracle (ORCL) Stock Today: AI Cloud Boom Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle (ORCL) Stock Today: AI Cloud Boom Meets Debt Jitters Ahead of Q2 FY26 Earnings

Oracle shares traded near $222 ahead of its Q2 FY26 earnings report, with Wall Street expecting revenue of $16.1–$16.2 billion and non-GAAP EPS of $1.63–$1.65. The company’s cloud backlog has topped $455 billion, driven by AI demand, but rising debt and negative free cash flow have widened credit spreads. Oracle’s market cap stands at $631 billion, still well below its September high.
DocuSign (DOCU) Stock: Earnings Beat, AI Push and Analyst Forecasts as of December 10, 2025

DocuSign (DOCU) Stock: Earnings Beat, AI Push and Analyst Forecasts as of December 10, 2025

DocuSign closed at $69.39 on December 9, up 5% after beating Q3 earnings estimates and announcing new AI investments in Europe. Revenue for the quarter rose 8% to $818.4 million, with non-GAAP EPS at $1.01. Shares remain down 23% year to date and 78% below their 2021 peak. Wall Street price targets cluster in the mid-$80s to low-$90s.
AMD Stock on December 10, 2025: AI Supercycle, China Risks, and What Wall Street Expects Next

AMD Stock on December 10, 2025: AI Supercycle, China Risks, and What Wall Street Expects Next

AMD shares traded at $221.62 on December 10, 2025, valuing the company at about $361 billion. Q3 revenue rose 36% year over year to $9.25 billion, with net income at $1.24 billion. The stock remains volatile, well above its 52-week low but below its recent high. AMD forecasts over 35% annual revenue growth, driven by AI and data center demand.
1-800-FLOWERS.COM (FLWS) Stock Jumps 30% on AI-Focused CIO Hire: Latest News, Debt Risk and 2026 Forecast

1-800-FLOWERS.COM (FLWS) Stock Jumps 30% on AI-Focused CIO Hire: Latest News, Debt Risk and 2026 Forecast

1-800-FLOWERS.COM shares jumped 32.8% to $4.94 on December 9, 2025, after naming Alexander Zelikovsky as Chief Information Officer to lead AI and digital commerce initiatives. Trading volume surged to 6.3 million shares. The stock remains down about 46% from its 52-week high, with its balance sheet and earnings still under pressure.
Microsoft Stock (MSFT) on December 10, 2025: $23 Billion AI Bet, Analyst Targets and What It Means for Investors

Microsoft Stock (MSFT) on December 10, 2025: $23 Billion AI Bet, Analyst Targets and What It Means for Investors

Microsoft shares traded near $492 midday, valuing the company at $3.85 trillion, after announcing $23 billion in new AI infrastructure spending across India, Canada, and the U.S. The stock sits about 9% below its October record high. Wall Street targets now reach the mid-$600s, but some analysts warn current prices reflect high optimism. Microsoft reported FY 2025 revenue of $281.7 billion and net income of $101.8 billion.
CVS Health (CVS) Stock Soars in 2025 on New Guidance, AI Push and Clinic Reset – Is the Turnaround Finally Real?

CVS Health (CVS) Stock Soars in 2025 on New Guidance, AI Push and Clinic Reset – Is the Turnaround Finally Real?

CVS Health raised its 2025–2026 profit outlook and launched an AI-driven engagement platform at its Investor Day in Hartford, sending shares up 2% to around $78 on December 10. The stock has surged nearly 80% year to date. CVS now expects at least $400 billion in 2025 revenue and adjusted EPS of $6.60–$6.70, above prior guidance. Management projects mid-teens adjusted EPS growth through 2028.
Meta Platforms (META) Stock on December 10, 2025: AI Pivot, EU Rulings and New Price Targets

Meta Platforms (META) Stock on December 10, 2025: AI Pivot, EU Rulings and New Price Targets

Meta Platforms traded at $656–$657 per share Wednesday, down 1.5% from the previous close, with a market cap near $1.85 trillion. Shares remain below late-October highs after a sharp drop following Q3 earnings and a surge in AI spending plans. Meta is cutting Reality Labs’ budget by up to 30% and expects to spend about $72 billion on AI in 2025. The company recently invested $14 billion in Scale AI for a 49% stake.
Broadcom (AVGO) Stock Near Record High Ahead of Q4 2025 Earnings: AI Supercycle, Analyst Upgrades and 2030 Forecasts

Broadcom (AVGO) Stock Near Record High Ahead of Q4 2025 Earnings: AI Supercycle, Analyst Upgrades and 2030 Forecasts

Broadcom shares traded at $406 on December 10, 2025, just below the 52-week high of $407.29, valuing the company at $1.92 trillion. The company reports fiscal Q4 earnings on December 11, with analysts expecting revenue near $17.5 billion and adjusted EPS of $1.88, both up sharply year over year. AI semiconductor revenue is projected at $6.2 billion, about a third of total sales.
Oracle Stock Today: AI Bets, Debt Fears and What to Watch in Q2 FY26 Earnings

Oracle Stock Today: AI Bets, Debt Fears and What to Watch in Q2 FY26 Earnings

Oracle reports fiscal Q2 2026 earnings after market close, with consensus expecting revenue of $16.2 billion, up 15% year over year, and adjusted EPS of $1.64. Shares traded at $221.53 midday, up about a third in 2025. Options markets imply a 10% swing on the results. Wall Street is watching for signs that Oracle’s AI-driven cloud growth can withstand concerns over debt and customer concentration.
Microsoft Stock Pre-Market Today (Dec. 10, 2025): MSFT Slips After $23B AI Spend – Key Levels for Today’s Session

Microsoft Stock Pre-Market Today (Dec. 10, 2025): MSFT Slips After $23B AI Spend – Key Levels for Today’s Session

Microsoft shares fell 1.4% in pre-market trading Wednesday, changing hands near $485.24 after closing at $492.02 Tuesday. The drop follows Microsoft’s announcement of a $23 billion global AI infrastructure investment, with major allocations to India and Canada. Pre-market volume remains below average, with no signs of panic selling. The stock stays within its recent trading range, well below its all-time high.
Nvidia Stock Pre-Market Today (Dec 10, 2025): H200 China Deal, New Anti-Smuggling Tech and AI Forecasts Drive NVDA

Nvidia Stock Pre-Market Today (Dec 10, 2025): H200 China Deal, New Anti-Smuggling Tech and AI Forecasts Drive NVDA

Nvidia shares rose about 0.3% to $185.50 in pre-market trading Wednesday after President Donald Trump approved H200 AI chip exports to China with a 25% revenue cut to the U.S. government. Pre-market volume reached 9.3 million shares, above the 30-day average. The stock remains 12–13% below its 52-week high.
JPM Stock Pre-Market Today (December 10, 2025): Cost Shock Hangover, AI Spending and Fed Jitters

JPM Stock Pre-Market Today (December 10, 2025): Cost Shock Hangover, AI Spending and Fed Jitters

JPMorgan Chase shares fell 4.7% Tuesday, their steepest drop since April, after the bank raised its 2026 expense forecast to $105 billion—well above analyst estimates. The stock edged up 0.09% in pre-market trading Wednesday, trading near $300.79. CEO Marianne Lake cited higher costs in cards, tech investment, and real estate. Investors also noted a more cautious outlook on U.S. consumers.
Best Stocks to Buy Now (December 10, 2025): 8 U.S. Stocks Positioned for an AI‑Driven, Rate‑Cut Era

Best Stocks to Buy Now (December 10, 2025): 8 U.S. Stocks Positioned for an AI‑Driven, Rate‑Cut Era

The S&P 500 is up mid-teens percent for 2025, closing slightly lower as investors await the Federal Reserve’s December 9–10 policy decision, with futures suggesting a likely 25-basis-point rate cut. J.P. Morgan estimates AI-linked firms have driven about 75% of S&P 500 gains and 80% of earnings growth since late 2022.
Fifth Third–Brex Deal Puts $5.6B AI-Powered Card Platform at Center of Comerica Merger Fight

Fifth Third–Brex Deal Puts $5.6B AI-Powered Card Platform at Center of Comerica Merger Fight

Fifth Third Bank has selected Brex to provide the technology for its commercial card program, covering $5.6 billion in annual payments. The announcement comes as Fifth Third faces lawsuits from HoldCo Asset Management and protests from community groups over its planned $10.9 billion acquisition of Comerica. The deal would create the ninth-largest U.S. bank by assets, pending regulatory approval.
NextEra Energy (NEE) After Hours: AI Power Deals, New Guidance and What to Watch Before the December 10 Open

NextEra Energy (NEE) After Hours: AI Power Deals, New Guidance and What to Watch Before the December 10 Open

NextEra Energy shares closed at $79.64 Tuesday, down 1.1%, before edging up to $79.80 in after-hours trading on over 700,000 shares. The move followed new guidance, a natural gas acquisition, and expanded clean-energy deals with Big Tech, including a major Google Cloud partnership to build data centers with dedicated power plants. Trading volume topped 10.6 million shares, slightly above average.
Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research (LRCX) After the Bell on December 9, 2025: AI Tailwinds, Hot Valuation and What to Watch Before the December 10 Open

Lam Research closed Tuesday at $165.81, up 1.9%, just shy of its all-time high. Shares traded between $160.75 and $166.36 on volume near 8 million. After-hours, the stock held steady. The move followed strong earnings and guidance, with analysts raising price targets as AI demand drives sector gains.
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Stock Market Today

  • Sensex, Nifty to Open Lower Amid Iran Conflict and High Oil Prices
    March 26, 2026, 11:31 PM EDT. Indian stock markets are set to open lower Friday, tracking weak global cues and crude oil near $106 per barrel amid ongoing Iran war tensions. Early signals show Nifty futures likely below previous close of 23,306.45, reflecting cautious investor sentiment. Asian shares fell about 1.2%, U.S. markets ended lower, with Nasdaq in correction. Since the war began, Sensex and Nifty declined roughly 7.4%, pressured by rising crude, inflation concerns, and economic growth fears. Foreign investors have pulled $12.14 billion in March, driving the rupee to record lows. HDFC Bank remains in focus following its part-time chairman's resignation and regulator review. Market volatility likely to continue, driven by geopolitics, oil prices, and foreign fund flows.
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